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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Paulson Wealth Management
Illinois
$569K -$278K -963 -33%
CRC
602
Curi RMB Capital
Illinois
$556K +$36.1K +125 +7%
MAS
603
Meeder Advisory Services
Ohio
$553K +$5.19K +18 +1%
TWM
604
Triton Wealth Management
Arizona
$548K -$1.73K -6 -0.3%
FMI
605
F/M Investments
District of Columbia
$547K
MWA
606
Meridian Wealth Advisors
Texas
$545K
HIP
607
HUB Investment Partners
Texas
$543K -$19.3K -67 -4%
WP
608
Wealthspan Partners
Iowa
$543K
IC
609
Iconiq Capital
California
$541K
MWA
610
Medallion Wealth Advisors
Connecticut
$540K -$31.2K -108 -6%
SWM
611
SeaCrest Wealth Management
New York
$539K -$64.9K -225 -11%
IAMOG
612
Investors Asset Management of Georgia
Georgia
$536K +$16.7K +58 +3%
FFL
613
Financial Freedom LLC
Ohio
$534K
SFG
614
Sovereign Financial Group
Connecticut
$532K -$12.7K -44 -2%
ACS
615
Archford Capital Strategies
Illinois
$530K
LNB
616
Ledyard National Bank
$530K -$15.9K -55 -3%
PCM
617
Passive Capital Management
Maryland
$526K
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$525K -$99.2K -344 -16%
MA
619
MCF Advisors
Kentucky
$524K
CWMK
620
Caliber Wealth Management (Kansas)
Kansas
$523K -$32.9K -114 -6%
EG
621
Ellerson Group
Maryland
$520K +$511K +1,770 New
VPP
622
Vertex Planning Partners
Illinois
$519K
ONSWM
623
Old North State Wealth Management
North Carolina
$518K -$29.7K -103 -6%
MBFW
624
Morton Brown Family Wealth
Pennsylvania
$516K
PCIA
625
Prime Capital Investment Advisors
Kansas
$514K -$45.6K -158 -8%